Kerdora vs MoneyGuide
Kerdora
kerdora.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | Kerdora | MoneyGuide |
|---|---|---|
| Price from | $3.50/mo | $10.42/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 2 | 15 |
| Spec score · Financial Planning Software | 7.5 (#20) | 8.9 (#5) |
| Spec score · Financial Advisor Software | 7.5 (#20) | 8.9 (#2) |
| Account aggregation | Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning. | MoneyGuide says clients can link accounts through either MX or Yodlee aggregation options. |
| Headquarters | McKinney, Texas, United States | Powhatan, Virginia, United States |
Plans
MoneyGuide
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- Client Portal with MX$400 a year
- Client Portal with Yodlee$400 a year
- MX add-on$400 a year
- Yodlee Client Portal add-on$400 a year
- Dash$500 a year
- Dash add-on$500 a year
- MyBlocks$600 a year
- MyBlocks add-on$600 a year
In their own words
MoneyGuide
MoneyGuide is financial planning software from Envestnet for financial advisors helping clients work toward lifetime financial goals. It supports goal-based, asset-allocation, and lifetime-income plans, including Monte Carlo simulations on a single income stream. Advisors and clients can collaborate online with view-only or update-all sharing permissions. Planning tools cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security. What-if scenarios and stress tests can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee; listed integrations also include Redtail and Wealthbox. The company says it does not collect or store Social Security, credit card, or account numbers, and that client data is encrypted in transit. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional, so clients cannot access, move, or withdraw funds through the application. A MyBlocks trial lasts 14 days, requires no credit card, and expires automatically. Listed annual subscriptions include MoneyGuide at $2,000 a year per advisor; applicable state and local taxes are not included.